David Stein, Bankers Life Agent

New to Medicare or unsure about your coverage? Check out these 6 helpful facts about Medicare from Bankers Life and contact us for more details on how to enroll this year! https://www.bankerslife.com/contact-us/

Financial concerns are on the rise for Gen Z and Millennials, highlighting a greater need for financial protection products such as life insurance. Check out LIMRA for more insights. https://www.limra.com/en/research/research-abstracts-public/2024/securing-the-future/?utm_source=email&utm_medium=press-release&utm_content=pressrelease&utm_term=2q24

Looking for a few ways to boost retirement savings? Take a look at our latest article for our most recent tips and tactics.

Strategies for Boosting Retirement Savings in Your 50s and 60s - Bankers Life Blog Retirement is a prominent concern among Americans in their 50s and 60s. According to Bankrate, 56% of Americans think they’re behind in retirement Looking for ways to boost retirement savings in your 50s or 60s? Explore our suggestions to stash a little extra before your retirement years begin.

A Michigan study shows that most couples elect the same plan, but is that wise? Read along as we review what couples are choosing here:

Should Couples Choose the Same Medicare Plan? - Bankers Life Blog Approximately 4.1 million Americans turn 65 this year, representing a large influx of retirees beginning to maneuver through a new-to-them healthcare Examine the pros and cons of choosing the same Medicare coverage as your partner. Determine what could be the best healthcare choice for you in the fu...

Are you ready to build and protect your wealth? I’d be happy to provide you with a free assessment of your personal situation. Send me a message to get started!

Awesome night supporting Dustin Yancey and the Fatherhood Foundation of Virginia!

Whether I’m meeting my clients across the kitchen table or virtually, I take pride in catering to their personalized needs and preferences. You can rest assured I’ll introduce you to financial solutions that are appropriate for you and your family and that address your concerns. Message me to schedule a meeting!

are the top users of “Buy Now Pay Later” services, including for necessities like groceries and bills. More on this topic in this article from Nerd Wallet.

2024 State of Consumer Credit Report - NerdWallet New credit and debt data reveals many Americans are paying late fees on bills and using credit to cover the costs of necessities.

By getting to know YOU and your priorities, we can recommend specific insurance solutions to meet your needs. Contact us to discuss how or learn more about our approach here. https://www.bankerslife.com/our-approach/

As a Financial Advisor with experience serving high-net-worth clients, I have deep knowledge of complex financial matters and can help you navigate the intricacies of your financial decisions. Let’s meet to discuss your needs!

As a FINRA member, we stay up to date on standards of care with our customers’ best interests in mind. Learn how our FINRA membership helps ensure the safety of your investments.

What It Means to Be Regulated by FINRA Have you ever wondered who protects investors—and how? FINRA, the Financial Industry Regulatory Authority, is a not-for-profit organization authorized under the federal securities laws and registered with the Securities and Exchange Commission (SEC). Alongside the SEC, FINRA oversees U.S. member b...

Did you know women face higher rates of disability and chronic health issues as they age? Discover how to safeguard your future with smart financial strategies and long-term care insurance. Empower your independence!

4 Reasons Long-term Care Planning Is an Urgent Issue for Women Learn why long-term care planning is important for women as we explore future care elements that are unique to women today. Get all the details here…

Planning for the future? Don't let the complexity of life insurance overwhelm you! From burial cost considerations to virtual meetings, we've got you covered. Stay informed, stay secure!

5 Biggest Life Insurance Trends - Bankers Life Blog If you’re retired, you have young children, or someone relies on your income, you might be considering purchasing life insurance. This is a big decisionGet up to speed on the biggest life insurance trends of the year to help boost your confidence while shopping for a policy.

More and more aging individuals are thinking about their future, establishing care plans and securing financial means to support their goals. Explore a few ways singles can secure an empowered retirement.

7 Things Aging Singles Should Do to Plan for Future Care Needs - Many aging singles enjoy their freedom and independence, but they also face their fair share of challenges, like plans for future care needs.

Determining your ideal monthly retirement income is essential to your quality of life and enjoyment in retirement. Read our blog for more.

What's the Ideal Monthly Retirement Income for a Couple? The ideal monthly retirement income for a couple differs for everyone. Learn what factors to consider to help you determine your ideal amount.

Ever heard of a mini retirement? It’s something you may want to consider. Read more here:

Which Retirement Lifestyle Is Right for You? To help you get a better idea of the retirement lifestyle that's right for you, here's a look at three forms of retirement that most individuals pursue.

Did you know that professional financial advice can increase your returns by about 3% per year? Contact me for a free assessment of
your situation and to learn how I can help take the pressure of investing off your plate.

What Is A Retirement Financial Advisor? | Bankrate A retirement financial advisor can help you get your financial life in order as you prepare for retirement and during your golden years.

Flying solo in your golden years? Embrace the freedom, but don't forget to plan ahead! As a single senior, ensuring future care needs are met is crucial. Check out these 7 essential tips for solo planning. From saving smart to building your support network, empower your independence!

7 Things Aging Singles Should Do to Plan for Future Care Needs - Many aging singles enjoy their freedom and independence, but they also face their fair share of challenges, like plans for future care needs.

We’re a proud member of FINRA, the Financial Industry Regulatory Authority. Learn how this important protection helps ensure your investments are secure.

What It Means to Be Regulated by FINRA Have you ever wondered who protects investors—and how? FINRA, the Financial Industry Regulatory Authority, is a not-for-profit organization authorized under the federal securities laws and registered with the Securities and Exchange Commission (SEC). Alongside the SEC, FINRA oversees U.S. member b...

Managing significant wealth involves more than just investments. As a Financial Advisor with Bankers Life, I can provide comprehensive, holistic services to help you meet your financial and retirement goals. Message me today to set up an appointment.

Summer doesn’t have to mean sacrificing your financial goals! Let’s meet today to talk about your wealth-management, budgeting, and investment needs, to set you up for success now and later!

Do you need an experienced and knowledgeable financial professional who can guide you through the complexities of investing? Contact me—and together, we can build a plan that helps you feel confident about your financial future.

On this Memorial Day, CNO’s family of brands honors and remembers the brave men and women who made the ultimate sacrifice for our freedom.

Among the 46% of Americans who will pass on when they die, 21% have no life insurance coverage in their household, according to this recent study by Policygenius.

If that’s you, contact us today to learn more about the value of life insurance and how you can leave your loved ones with peace of mind instead of extra bills.

Survey: 46% of Americans expect to pass on debt after death – Policygenius The Policygenius 2024 Financial Planning Survey found that 21% of people who expect relatives to pay their debts when they die have no life insurance coverage.

Are you curious about annuities, but feel confused or intimidated by the purchasing process? Let’s meet to talk about WHAT an annuity is and why it may be right for you. I will guide you through every step of the process—so you can be confident that an annuity can help meet your financial needs.

Are you talking to your adult kids about your estate? Family is key in helping to preserve what you’ve worked so hard to earn!

In celebration of , head to our blog for 7 tips that may help you talk to your adult kids about inheritance. https://www.bankerslife.com/insights/personal-finance/7-tips-for-talking-to-adult-kids-about-inheritance/

With over 230 offices nationwide, our agents live and work in the communities they serve. Our local presence allows us to build personal connections with our customers and truly understand their financial goals. Visit us at https://bankerslife.com/ to learn more.

Bankers Life | Retirement and Income Solutions Bankers Life will be by your side every step of the way, helping to protect your financial security.

Of the 10 neighbors on your block, seven of them will need long-term care;* those are high odds! Bankers Life SimpleChoice® Fundamental Plus gives you long-term care choices while protecting your savings with customizable coverage that fits your needs. Learn more here: https://bit.ly/3Nif0s5

The average caregiver spends over $7,200 in out-of-pocket costs each year, but a new bill could offer caregivers some financial relief.

https://www.usatoday.com/story/money/2024/01/31/caregivers-congress-tax-credit-for-caring-act/72408400007/

Talk to your Bankers Life agent about products that can help protect your loved ones from the costs of caregiving!

Caregivers spend a whopping $7,200 out of pocket. New bill would provide tax relief. A bi-partisan bill being introduced Wednesday would provide up to $5,000 in a federal tax credit for family caregivers.